Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-11 |
| FL | RA | APPROVED | 2012-09-24 |
| OH | RA | APPROVED | 2008-07-11 |
Branch Locations
30050 Chagrin Blvd Ste 150, Pepper Pike, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cleveland | OH | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cleveland | OH | 11/2016 | Present |
THE CHURCH IN AURORA, INVT RELATED, AURORA, OH, INVESTMENT COMMITTEE MEMBER, START DATE 2/1/2024, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, MEET WITH ADVISOR ON THE ACCOUNT, PROVIDING INFORMATION TO THE CHURCH MEMBERS, HAVING ALLOCATION CONSISTENT WITH THE TARGETED ALLOCATION. LISTENING TO WHAT THE ADVISOR HAS TO SAY ABOUT THE ACCOUNT. | POWER OF ATTORNEY FOR FATHER; INV RELATED; PEPPER PIKE, OH; POA; 03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; POA | POWER OF ATTORNEY FOR MOTHER; INV RELATED; PEPPER PIKE, OH; POA; 03/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; POA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
Reach out to this advisor